84 sales advisor jobs found

Description Summary: The HFA Financial Advisor - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned...

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Vice President, Transaction Advisory to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Position Summary: MarshBerry is seeking a Vice President, Transaction Advisory , based either in our Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA office. The Vice President is responsible for the execution of transaction advisory projects and will provide strategy and...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. We will be hiring two Associate (Consultant level), Distribution Intelligence and Case Design positions to support the Life Sales organization. This role will be part of the sales enablement team, providing specialized support across channels, particularly for complex and high-value opportunities. By bringing intelligence, case design, and sales enablement closer together, we are creating a more connected support model that empowers our field teams, strengthens execution, and accelerates growth....

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Distressed Debt Analyst The Distressed Debt Analyst is an important contributor on the Leveraged Finance team reporting to a Senior Investment Professional. The analyst will work alongside analysts, traders, and portfolio managers across Nationwide’s investment platform, and will be primarily focused on public and private debt investments in various stages of financial stress.  This is a great opportunity for an experienced investment professional to drive workout and restructuring capabilities within the investment process.  The analyst will partner with team members in framing downside...

Overview The Senior Sales Communications Specialist serves as the primary communications partner for the NAPC Sales organization, responsible for developing and executing strategic internal communications that align sales teams with business objectives, growth initiatives, product strategies, and organizational priorities.   This role partners closely with Sales Leadership, Product Management, Underwriting, Marketing, Operations, and Employee Communications to deliver timely, relevant, and engaging communications that support business performance. The position leads the development of executive messages, sales updates, rate and product-launch communications, intranet content, announcements, presentations, and sales-enablement collateral that help drive awareness, understanding, and adoption across the sales organization.   The role combines strategic communications planning, executive communications, content development, stakeholder management, and...

As a team member in Internal Audit at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. For an Internal Audit Advisory Team , I’d look for candidates who demonstrate: Strong communication and executive presence — able to engage senior leaders, explain risk clearly, and make a compelling case for change.   Curiosity and analytical problem-solving — comfortable asking thoughtful questions, navigating ambiguity, and developing practical, risk-based solutions.   Business and industry acumen — understands how processes, risks, controls, governance, and business objectives connect; insurance or financial-services experience is a plus.   Trusted relationship-building skills —...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. #LI-ML1 Job Description Summary At Nationwide, Corporate Development partners with enterprise and business leaders to identify, evaluate and execute opportunities that strengthen long-term growth, capabilities and value creation. As AVP, Corporate Development, you’ll lead Corporate Development teams responsible for mergers and acquisitions, strategic investments, business integrations and opportunity assessment across Nationwide. You’ll serve as a trusted advisor to senior leaders, bringing together market insight, strategic judgment, financial analysis and execution discipline to evaluate...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. #LI-ML1 Job Description Summary At Nationwide, Corporate Development partners with enterprise and business leaders to identify, evaluate and execute opportunities that strengthen long-term growth, capabilities and value creation. As AVP, Corporate Development, you’ll lead Corporate Development teams responsible for mergers and acquisitions, strategic investments, business integrations and opportunity assessment across Nationwide. You’ll serve as a trusted advisor to senior leaders, bringing together market insight, strategic judgment, financial analysis and execution discipline to evaluate...

Description Job Summary: As a Treasury Management Advisor III - International, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities...

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Data Analyst to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details MarshBerry is currently seeking a Data Analyst for our Beachwood, OH office. The Data Analyst serves as a primary data management point of contact for 30-40 clients and will be responsible for administration of MarshBerry’s proprietary database, assisting with product development, and research projects....

Description Summary: The Treasury Management Advisor I acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Performs other duties as assigned. Basic...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The Manager, Workforce Management (NF) is a leadership position, overseeing a team directly supporting Nationwide Financial workforce management analytics and operations.   This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.  It is our intention to fill this role in Columbus, OH. The hired associate must reside within 35 miles of One Nationwide Plaza, Columbus OH, 43215. This position will be...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Built on an entrepreneurial spirit, Acrisure prioritizes leadership, accountability, and collaboration, equipping teams to perform at the highest levels. Job Summary Acrisure is seeking a Personal Lines Senior Account Manager- High Net Worth to join our growing team. The Senior Account Manager serves as a strategic, experienced client service leader and is the primary point of contact for complex accounts. This role is accountable for overseeing service...

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Senior Data Analyst  to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details MarshBerry is currently seeking a Senior Data Analyst for our Beachwood, OH office. The Senior Data Analyst will translate complex information into clear, actionable insights for internal teams and external clients. This role combines hands-on data stewardship, detailed analysis, research...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. #LI-ML1 Job Description Summary Do you have the desire to play a critical role in driving data-and risk-based business outcomes? Nationwide has been using data to serve our members and drive business outcomes for almost 100 years. Our industry-leading workforce has a collaborative culture that delivers outstanding solutions and results. Our Risk professionals play a key role in transforming quantitative data analysis into meaningful insights that drive business results. As Leader, Nationwide Financial Asset Liability Management (ALM), you’ll play a critical leadership role in shaping...

Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients.  The Service Specialist II will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures.  Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties & Responsibilities: Responsible for the day-to-day activities and interaction between the client and Huntington in terms...

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Technical Business Analyst to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. This will be a hybrid position based out of one of our MarshBerry offices. Preference is for this individual to be based in our Woodmere, OH, HQ, but they also may be located in Grand Rapids, Michigan, Plano, Texas, or Dana Point, California. This individual will report into our Vice President of Business...

If you’re passionate about being part of a dynamic organization that enables a Fortune 100 company with nearly $70 billion in annual sales to drive innovation and adopt new technologies that deliver business results, then Nationwide’s Technology team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This Consultant role will support Nationwide’s casualty claims organizations across Personal Lines, Commercial Lines, Workers’ Compensation, and Excess & Surplus. This is an indirect procurement role focused on the third-party services, supplier relationships, and contracts that enable claims operations. The consultant will partner with claims stakeholders, Finance, Legal, Risk, and Procurement colleagues to shape sourcing strategies, evaluate options, negotiate agreements, manage supplier performance, and...

Description Summary: The Trust Advisor III (TA III) is a member of the Huntington Private Bank client relationship team responsible for administration of accounts where the bank serves in a fiduciary capacity. The TA III manages a book of trust relationships and serves as the primary point of contact for co-fiduciaries, beneficiaries and advisors. The TA III partners with other Private Bank team members to provide our full array of services to Private Bank clients.   Duties and Responsibilities: Responsible for the complete administration of assigned Wealth & Investment trust and estate accounts of moderate to high complexity.  Provides operating instructions and procedures to Trust support staff to ensure appropriate handling of account relationships. Coordinates administrative functions with internal and external parties with a defined interest in any aspect of the trust relationship.  Responsible...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The Assistant Vice President, Contingent Liability Legal – P&C provides strategic leadership and senior legal guidance for Nationwide's most significant property and casualty contingent-liability matters, including bad-faith allegations, extra-contractual exposure, complex coverage disputes, and other high-risk litigation. This role serves as a trusted advisor to Claims, Legal, Finance, Underwriting, Reinsurance, Compliance, and business leadership, providing enterprise-level oversight of litigation risk, governance, financial...